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Barometer Global Equity Fund A (0P000125RH.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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18.44+0.04 (+0.24%)
At close: 04:00PM EDT

Barometer Global Equity Fund A

suite 1910

One University Ave,

416 601 6888
Management Information
,Lead Manager since December 31, 2020
Brian is an Associate Portfolio Manager with Barometer Capital Management Inc. Brian joined Barometer in 2015 as a member of the Portfolio Management Team and served as a Portfolio Analyst with a focus on Canadian equities. His research includes a top-down view on market themes in Canada, followed by a bottom-up selection of companies that are determined to be leaders in their respective sectors. Brian holds a Bachelor of Commerce Degree from Dalhousie University, and in 2021 Brian received his Chartered Investment Manager (CIM) designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyBarometer Capital Management Inc
Net Assets16.98M
YTD Return6.08%
Morningstar Rating★★
Inception DateDec 31, 2013

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover451.51%
Average for CategoryN/A

Fees & Expenses

Expense0P000125RH.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A